Below Example will set the Default Primary Contact ID for Account Entity.
if(crmForm.all.primarycontactid.DataValue == null)
{
//Create an array to set as the DataValue for the lookup control.
var lookupData = new Array();
//Create an Object add to the array.
var lookupItem= new Object();
//Set the id, typename, and name properties to the object. lookupItem.id = 'SPECIFY GUID of an Entity'; lookupItem.typename = 'SPECIFY Entity Name'; lookupItem.name = 'SPECIFY Attribute DISPLAY Value';
// Add the object to the array. lookupData[0] = lookupItem;
// Set the value of the lookup field to the value of the array. crmForm.all.primarycontactid.DataValue = lookupData;
}
9 comments:
Dear Ranjit,
After looking at your solution to default lookup I am sure You can resolve my issue which is the cause to a lot of hiccups in my customisation. I am a bit new to CRM customization . In the account section when I select the "parent account" lookup it always selects the "Account name", instead my client wants account number to be appearing in the lookup. Is it possible to change the attribute? I guess I have to write a onload script to change the attribute. Can you help me with it?
i tried your script however it's not working. i dont know why. is there a step i missed somewhere along the way?
Hi, look at the actual code, which sets the existing contact id to a primary contact lookup attribute in a account entity.
if(crmForm.all.primarycontactid.DataValue == null)
{
//Create an array to set as the DataValue for the lookup control.
var lookupData = new Array();
//Create an Object add to the array.
var lookupItem= new Object();
//Set the id, typename, and name properties to the object.
lookupItem.id = 'C05D603A-BCD0-DD11-8312-0003FFD551E2';
lookupItem.typename = 'contact';
lookupItem.name = 'Test Contact';
// Add the object to the array.
lookupData[0] = lookupItem;
// Set the value of the lookup field to the value of the array.
crmForm.all.primarycontactid.DataValue = lookupData;
}
Please enclose the braces of "if condition".
Cheers,
Ranjit
Thanks Ranjit!!! It's working now.
The error i did is i keep on pointing it to the wrong entity!
thank you for all your help!!!
Hi Ranjit, I was wondering if you have a script where when the value of the lookup change, it auto-fill the fields on the open entity.
thanks for you help
Hi Ranjit
I'm trying to adapt your code to pre-select a currency value on the Order form. I have the following code in the form's OnLoad event:
var lookupData = new Array();
var lookupItem= new Object();
lookupItem.id = '1A940A0A-EFC5-DD11-A1C4-0003FF7172D3';
lookupItem.typename = 'transactioncurrencyid';
lookupItem.name = 'Currency';
lookupData[0] = lookupItem;
crmForm.all.transactioncurrencyid.DataValue = lookupData;
The code runs without error, but the value in the Currency look-up isn't changed.
Am I doing something dumb?
Dear Ranjitsingh,
Thanks for your great post. It's save me.
Ok, you set a lookup with an object whose got a type (Account or contact, ....)
But is it possible de set a lookup with an object whose hasn't got any type ? set a lookup with simple text ...
Thanks !
Great help! I probably could have figured it out but it would have taken me a long, long time.
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